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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
LDB
926
Lee, Danner & Bass
Tennessee
$600K +$34.9K +300 +4%
ECM
927
ETrade Capital Management
Virginia
$600K +$70.2K +603 +9%
SAM
928
Seelaus Asset Management
New Jersey
$599K -$535K -4,600 -40%
LCM
929
Leisure Capital Management
California
$598K -$39.3K -338 -5%
CCA
930
Checchi Capital Advisers
California
$597K -$162K -1,394 -17%
RT
931
Rockland Trust
Massachusetts
$597K -$49.8K -428 -6%
EDRH
932
Edmond de Rothschild Holding
Switzerland
$595K -$148K -1,270 -15%
GC
933
GFG Capital
Florida
$595K +$251K +2,157 +45%
CRC
934
Curi RMB Capital
Illinois
$590K -$173K -1,485 -18%
CC
935
Chicago Capital
Illinois
$589K -$105K -900 -12%
PK
936
Pflug Koory
Nebraska
$587K +$11.6K +100 +1%
RIM
937
Redwood Investment Management
Arizona
$585K +$794K +6,828 New
SFG
938
Sather Financial Group
Texas
$580K -$122K -1,052 -13%
OIA
939
OneDigital Investment Advisors
Kansas
$580K +$146K +1,257 +23%
FMBTD
940
First Midwest Bank Trust Division
Illinois
$579K -$85.9K -738 -10%
CCM
941
Compton Capital Management
Rhode Island
$578K +$52.4K +450 +7%
FCA
942
FinTrust Capital Advisors
South Carolina
$578K +$398K +3,417 +103%
BMA
943
Brooks Moore & Associates
Tennessee
$569K – – –
MFG
944
Monte Financial Group
Connecticut
$565K -$24.4K -210 -3%
TC
945
TownSquare Capital
Utah
$564K +$743K +6,390 New
EWM
946
Evermay Wealth Management
Virginia
$562K -$23.3K -200 -3%
JIC
947
Joel Isaacson & Co
New York
$561K -$22.7K -195 -3%
TCPWM
948
Traverso Chambers Private Wealth Management
California
$561K – – –
PFBT
949
Parkside Financial Bank & Trust
Missouri
$560K -$17.1K -147 -2%
BP
950
Ballentine Partners
Massachusetts
$557K +$12.7K +109 +2%
36 37
38
39 40